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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
426
Fjarde Ap-fonden
Stockholm,
Sweden
| US$57.9億 | -US$9.9億 | -15% | 12.3% | – | 622 | 6.43% | 4.6 |
|
| 427 |
427
HL Financial Services
Louisville,
Kentucky
| US$57.2億 | -US$7.5億 | -12% | 11.8% | 42.6% | 807 | 19.58% | 2.8 |
|
| 428 |
428
Rockefeller Capital Management
New York
| US$57.1億 | -US$8.82億 | -13% | 13.8% | 101% | 945 | 23.92% | 0.5 |
|
| 429 |
429
Barings
Charlotte,
North Carolina
| US$56.9億 | -US$13.9億 | -20% | 10.7% | 61.5% | 814 | 23.71% | 2.8 |
|
| 430 |
430
Jacobs Levy Equity Management
Florham Park,
New Jersey
| US$56.9億 | -US$13.6億 | -19% | 17.1% | 129% | 1,139 | 29.85% | 1.5 |
|
| 431 |
431
Texas Permanent School Fund
Austin,
Texas
| US$56.7億 | -US$15.7億 | -22% | 13.3% | 44.6% | 1,537 | 3.06% | 4.7 |
|
| 432 |
432
Laurion Capital Management
New York
| US$56.6億 | -US$46.5億 | -45% | 18.9% | 180% | 1,607 | 62.6% | 0.7 |
|
| 433 |
SCM
433
Steadfast Capital Management
New York
| US$56.2億 | -US$14.2億 | -20% | 17.4% | 173% | 57 | 40.35% | 1.4 |
|
| 434 |
434
Mariner
Overland Park,
Kansas
| US$56.2億 | +US$17.3億 | +44% | 12.3% | 93.9% | 928 | 22.84% | 2.1 |
|
| 435 |
435
Huntington National Bank
Columbus,
Ohio
| US$56億 | -US$7.93億 | -12% | 11.6% | 116% | 2,898 | 6.14% | 1.9 |
|
| 436 |
436
MML Investors Services
Springfield,
Massachusetts
| US$55.6億 | -US$3.65億 | -6% | 11.7% | 74.5% | 1,683 | 16.93% | 1.2 |
|
| 437 |
437
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| US$55.3億 | -US$9.6億 | -15% | 12.6% | 129% | 814 | 7.25% | 4.2 |
|
| 438 |
438
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| US$55.3億 | -US$7.88億 | -12% | 12.1% | 59.7% | 757 | 15.59% | 3.4 |
|
| 439 |
439
Synovus Financial
Columbus,
Georgia
| US$55.2億 | -US$8.08億 | -13% | 12.1% | 68.4% | 1,493 | 11.32% | 2 |
|
| 440 |
440
Oaktree Capital Management
Los Angeles,
California
| US$55億 | -US$19.3億 | -26% | 9.3% | 88% | 204 | 12.25% | 1.3 |
|
| 441 |
441
Kohlberg Kravis Roberts & Co
New York
| US$54.8億 | -US$33.4億 | -38% | 23.7% | 314% | 66 | 24.24% | 1 |
|
| 442 |
442
Longview Asset Management (Illinois)
Chicago,
Illinois
| US$54.2億 | -US$14.3億 | -21% | 23.5% | 50.9% | 3 | 33.33% | 3.7 |
|
| 443 |
443
OrbiMed
New York
| US$54.1億 | -US$28.9億 | -35% | 15.6% | 393% | 165 | 32.12% | 2 |
|
| 444 |
444
Hitchwood Capital Management
New York
| US$53.6億 | -US$17.2億 | -24% | 13.5% | 275% | 63 | 82.54% | 0.6 |
|
| 445 |
445
Confluence Investment Management
St. Louis,
Missouri
| US$53.2億 | -US$5.5億 | -9% | 11.3% | 37.7% | 335 | 16.72% | 2.7 |
|
| 446 |
446
Foresters Investment Management
New York
| US$53億 | -US$10.2億 | -16% | 12.9% | 40.7% | 389 | 25.45% | 2.8 |
|
| 447 |
447
Wellcome Trust
London,
United Kingdom
| US$52.8億 | -US$10.5億 | -17% | 14.9% | 59.7% | 21 | 9.52% | 4.7 |
|
| 448 |
448
Markel Group
Glen Allen,
Virginia
| US$52.3億 | -US$6.96億 | -12% | 11.3% | 69.9% | 136 | 6.62% | 3.6 |
|
| 449 |
449
D1 Capital Partners
New York
| US$52.1億 | – | – | 17.9% | 66.9% | 33 | – | 0 |
|
| 450 |
GA
450
Greenhaven Associates
Purchase,
New York
| US$51.9億 | -US$12.7億 | -20% | 14.7% | 90.1% | 24 | 4.17% | 3 |
|